* Balance sheet cache layer with cache-busting
* Update family cache timestamps during Sync
* Less blocking sync loaders
* Consolidate family data caching key logic
* Fix turbo stream broadcasts
* Remove dev delay
* Add back account group sorting
- Added pre-loading of series in AccountableSparklinesController and AccountsController to catch errors before rendering.
- Updated the accounts view to use the pre-loaded sparkline series variable.
- Adjusted the test for graceful handling of errors in the sparkline series method.
This enhances the robustness of the sparkline feature and improves error visibility in the UI.
- Added rescue blocks to handle exceptions in the Accounts and AccountableSparklines controllers, logging errors and rendering error partials.
- Enhanced error handling in the Account::Chartable and Balance::ChartSeriesBuilder models, logging specific error messages for series generation failures.
- Updated the accounts view to include a timeout for Turbo frame loading.
- Added a test to ensure graceful handling of sparkline errors in the AccountsController.
In reference to bug #2315
* Fix changelog page crash when GitHub release notes are unavailable
* Refactor changelog view to handle missing avatars gracefully and improve session sign-out logic in tests
* Enhance changelog view to display fallback messages for unavailable release notes and publication dates
* Update onboarding system tests to reflect UI changes and improve assertions
- Changed button labels from "Get started" to "Continue" and "Complete" to align with updated UI.
- Updated text assertions for clarity, changing "Set your preferences" to "Configure your preferences".
- Adjusted locale selection options to include language codes.
- Enhanced validation error handling in preferences form.
- Improved navigation assertions to ensure accurate path checks.
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
- Update BalanceSheet model to directly calculate account weights based on converted balances.
- Modify dashboard view to compute account weight as a percentage of classification total, enhancing clarity.
- Adjust group weight partial to handle effective weight, ensuring accurate rendering of weight representation.
- Add caching for classification groups and account groups in the BalanceSheet model to improve performance.
- Update views for accountable sparklines to utilize caching for rendered HTML, enhancing load times and reducing database queries.
- Implement caching for transaction totals to enhance performance, using a unique cache key based on family ID and search parameters.
- Adjust default date filter logic to use the user's preferred period when no explicit date filters are provided, reducing the load on the database for large datasets.
Note to self hosters:
If you started self hosting prior to this commit, you may have duplicate securities in your database.
This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:
```sh
rake data_migration:migrate_duplicate_securities
```
* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
